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West Michigan Advisors’s Coca-Cola KO Stock Holding History

West Michigan Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Hold
14,637
– – 0.25% 98
2026
Q1 		$1.12M Buy
14,637
+39
+0.3% +$2.95K 0.25% 98
2025
Q4 		$1.02M Sell
14,598
-219
-1% -$15.3K 0.23% 105
2025
Q3 		$990K Sell
14,817
-1,123
-7% -$77.3K 0.24% 99
2025
Q2 		$1.14M Buy
15,940
+4,771
+43% +$340K 0.32% 60
2025
Q1 		$805K Sell
11,169
-229
-2% -$15.3K 0.27% 67
2024
Q4 		$710K Buy
11,398
+380
+3% +$24.8K 0.21% 80
2024
Q3 		$797K Buy
11,018
+72
+0.7% +$4.93K 0.24% 74
2024
Q2 		$702K Sell
10,946
-1,691
-13% -$105K 0.22% 76
2024
Q1 		$773K Buy
12,637
+5,786
+84% +$348K 0.25% 69
2023
Q4 		$404K Sell
6,851
-7,556
-52% -$429K 0.15% 89
2023
Q3 		$807K Buy
14,407
+665
+5% +$39.9K 0.43% 54
2023
Q2 		$828K Buy
13,742
+436
+3% +$27.1K 0.33% 76
2023
Q1 		$825K Buy
13,306
+7,619
+134% +$461K 0.47% 50
2022
Q4 		$362K Sell
5,687
-97
-2% -$5.86K 0.26% 69
2022
Q3 		$325K Sell
5,784
-73
-1% -$4.54K 0.28% 71
2022
Q2 		$368K Sell
5,857
-254
-4% -$16.1K 0.32% 67
2022
Q1 		$379K Buy
6,111
+1,494
+32% +$90.9K 0.26% 73
2021
Q4 		$273K Buy
+4,617
New +$257K 0.2% 95

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

West Michigan Advisors's KO Position: Q2 2026 in Review

West Michigan Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 14,637 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #98.

West Michigan Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q2 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • West Michigan Advisors held 14,637 shares of Coca-Cola worth $1.12M as of Q2 2026.
  • West Michigan Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.25% of West Michigan Advisors's portfolio in Q2 2026, its #98 holding.
  • West Michigan Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's Coca-Cola position peaked at $1.14M in Q2 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.